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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,176 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,208 | $81,537-43.3% | $149,721-69.1% | $69,631-33.6% |
| Participation rate | 77.0% | 86.1%-9.1pp | 87.1%-10.0pp | 70.7%+6.4pp |
| Annual return | 15.97% | 22.79%-6.8pp | 1501.67%-1485.7pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,621 | $3,239-19.1% | $5,444-51.9% | $2,032+29.0% |
| Participant deferral / active EE | $5,165 | $4,994+3.4% | $6,568-21.4% | $3,224+60.2% |
| Admin fee / account holder | $143 | $107+34.1% | $11,282-98.7% | $110+29.8% |